What is Certinia?
Certinia provides a Services-as-a-Business platform that integrates professional services automation, financial management, and customer success management for service-oriented organizations.
HQ Country
Austin, United States
Parent Company
Haveli Investments
Recent Venture Round Amount
$5,000,000
Product Features & Capabilities
- Professional Services Cloud
- Financial Management Cloud
- Customer Success Cloud
- Salesforce-native integration
- AI-powered staffing for demand-focused resourcing
- Real-time financial analytics and audit trails
- Revenue and resource forecasting
How much Certinia raised
Lead Investor: Roper Technologies, Inc.
Who are the founders of Certinia
RM
Chief Product & Technology Officer
Other Considerations
Trusted by 1,400+ global organizations including Salesforce, PwC, Siemens, and HPE; Named Overall Leader in G2 Enterprise category; Winner of 2025 SaaS Awards; Winner of 2025 Stevie® International Business Awards; Recognized with Partner Innovation Award 2024; Recognized with Silver Merit Award 2024; Built natively on Salesforce platform with shared customer records and analytics